ProEdge Services
This range is provided by ProEdge Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $170,000.00/yr - $190,000.00/yr
Our client is seeking a highly experienced
Client Engagement Manager
with a strong background in
IT services
and proven expertise in the
Banking and Financial Services
domain.
The ideal candidate will bring 10+ years of experience, including in client-facing roles within BFSI, and a strong track record of managing large portfolios, with P&L responsibility for accounts. This leader will play a pivotal role in nurturing
strategic client relationships ,
driving account growth , orchestrating
delivery excellence , and enabling
digital transformation initiatives .
Candidate should be able to harvest client relationships, and span across
multiple business of the account, providing client oversight, value thought leadership
and engage with all client business / diverse project teams for the overall functioning of the growth account.
Principal Accountabilities Client Relationship Management (25%) Act as the primary strategic partner for CXO-level clients across global banking enterprises.
Cultivate strategic and trusted advisor-level relationships with client executives and senior stakeholders in the Banking & Financial Services domain.
Build and maintain strong CXO-level relationships (CIO, CTO, COO, Chief Risk Officer, Heads of Technology/Operations).
Serve as the single point of accountability for client satisfaction and executive communication.
Conduct quarterly business reviews (QBRs) with client stakeholders to review performance, share insights, and align roadmaps.
Partner with clients to co-create digital transformation journeys and innovation agendas.
Manage client perceptions and ensure high satisfaction through regular feedback mechanisms and follow-ups.
Revenue Growth & PnL Ownership Own and manage a portfolio with direct responsibility for growing revenues and improving profitability, with the aim of scaling.
Develop annual account plans aligned with client budgets and IT spending forecasts.
Identify and pursue revenue growth opportunities: new service areas, technology upgrades, managed services, consulting engagements, etc.
Partner with sales/pre-sales to close large transformational and annuity deals.
Drive expansion into adjacent business units, geographies, and services within the client ecosystem.
Regularly monitor and optimize P&L metrics: gross margins, EBITDA, revenue realization, etc.
Define and track OKRs/KPIs across financial, delivery, and customer satisfaction dimensions.
Digital / Product Core Transformation Advisory Lead the IT modernization efforts of banking clients by aligning solutions to their transformation goals and industry trends.
Assess the client’s legacy environment and identify transformation levers such as:
Core banking modernization
Payments platform upgrades
Data platform & analytics transformation
Open Banking/Embedded Finance
AI/ML in risk, fraud, and compliance
Partner with domain consultants and architects to co-create solution roadmaps and
Evangelize next-gen technologies such as AI, cloud-native platforms, API ecosystems, and RPA across client engagements.
Create POVs, white papers, and transformation workshops that support executive decision-making.
Delivery Oversight & Governance Ensure consistent delivery excellence, risk management, and SLA adherence across all active engagements and programs.
Set up engagement governance structures (Steering Committees, PMO, Risk Registers) with internal and client stakeholders.
Drive structured program reviews, milestone tracking, and proactive risk management.
Enable operational efficiency through delivery KPIs – on-time delivery, defect leakage,
Ensure all contractual obligations (SLAs, SOWs, timelines) are met or exceeded.
Intervene in escalations and provide hands-on leadership in issue resolution or customer
Promote Agile/DevOps adoption where applicable for faster time-to-market.
Cross-functional Leadership & Collaboration Align and lead internal teams across business development, delivery, marketing, and domain functions to deliver value to the client.
Build and lead a cross-functional “virtual account team” spanning geographies and functions.
Collaborate with delivery leaders to plan and manage resource allocation, talent needs, and utilization.
Work closely with solution architects, SMEs, and marketing to shape innovative and tailored proposals.
Coordinate RFP/RFI responses and oral presentations to CXOs.
Foster collaboration across sales, delivery, finance, HR, and compliance teams to ensure holistic account health.
Strategic Planning and Client Account Strategy Define and execute a long-term strategic growth plan for the account, aligning with client vision and industry shifts.
Lead annual account planning exercises to chart multi-year growth goals and investment areas.
Map client org structure, budget cycles, pain points, and decision-making ecosystems.
Develop SWOT analysis of the account and competitors to identify white spaces.
Influence client IT roadmaps by leveraging market trends and benchmarks.
Track emerging opportunities in Transformations, cybersecurity, digital wallets, AI risk
Minimum requirements for this position Domain and Industry Knowledge
Deep experience in Banking and Financial Services – ideally across Retail Banking, Payments, Commercial Lending, and/or Capital Markets.
Understanding of BFSI regulatory environments (e.g., Basel III, PCI DSS, ISO 20022, AML/KYC).
Knowledge of industry-standard platforms: Temenos, Finastra, Oracle FLEXCUBE, FIS, Fiserv, or TCS BaNCS is a plus. Exposure to Payments solutions, products and understanding concepts of Payment Rails and models
Technical and Business Acumen
Familiarity with enterprise IT services: digital transformation, core modernization, data engineering, AI/ML, cybersecurity, and cloud services.
Strong appreciation for platform-driven business models and evolving FinTech landscapes.
Financial and commercial management skills – including pricing models, cost control, and margin improvement strategies.
Leadership and Communication
Proven leadership capabilities managing multi-disciplinary, multi-cultural teams.
Exceptional executive presence with the ability to engage senior stakeholders (CIO, CTO, CDO, COO, etc.).
Strong negotiation, influencing, and conflict resolution skills.
Should be flexible travelling as per business needs.
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Base pay range $170,000.00/yr - $190,000.00/yr
Our client is seeking a highly experienced
Client Engagement Manager
with a strong background in
IT services
and proven expertise in the
Banking and Financial Services
domain.
The ideal candidate will bring 10+ years of experience, including in client-facing roles within BFSI, and a strong track record of managing large portfolios, with P&L responsibility for accounts. This leader will play a pivotal role in nurturing
strategic client relationships ,
driving account growth , orchestrating
delivery excellence , and enabling
digital transformation initiatives .
Candidate should be able to harvest client relationships, and span across
multiple business of the account, providing client oversight, value thought leadership
and engage with all client business / diverse project teams for the overall functioning of the growth account.
Principal Accountabilities Client Relationship Management (25%) Act as the primary strategic partner for CXO-level clients across global banking enterprises.
Cultivate strategic and trusted advisor-level relationships with client executives and senior stakeholders in the Banking & Financial Services domain.
Build and maintain strong CXO-level relationships (CIO, CTO, COO, Chief Risk Officer, Heads of Technology/Operations).
Serve as the single point of accountability for client satisfaction and executive communication.
Conduct quarterly business reviews (QBRs) with client stakeholders to review performance, share insights, and align roadmaps.
Partner with clients to co-create digital transformation journeys and innovation agendas.
Manage client perceptions and ensure high satisfaction through regular feedback mechanisms and follow-ups.
Revenue Growth & PnL Ownership Own and manage a portfolio with direct responsibility for growing revenues and improving profitability, with the aim of scaling.
Develop annual account plans aligned with client budgets and IT spending forecasts.
Identify and pursue revenue growth opportunities: new service areas, technology upgrades, managed services, consulting engagements, etc.
Partner with sales/pre-sales to close large transformational and annuity deals.
Drive expansion into adjacent business units, geographies, and services within the client ecosystem.
Regularly monitor and optimize P&L metrics: gross margins, EBITDA, revenue realization, etc.
Define and track OKRs/KPIs across financial, delivery, and customer satisfaction dimensions.
Digital / Product Core Transformation Advisory Lead the IT modernization efforts of banking clients by aligning solutions to their transformation goals and industry trends.
Assess the client’s legacy environment and identify transformation levers such as:
Core banking modernization
Payments platform upgrades
Data platform & analytics transformation
Open Banking/Embedded Finance
AI/ML in risk, fraud, and compliance
Partner with domain consultants and architects to co-create solution roadmaps and
Evangelize next-gen technologies such as AI, cloud-native platforms, API ecosystems, and RPA across client engagements.
Create POVs, white papers, and transformation workshops that support executive decision-making.
Delivery Oversight & Governance Ensure consistent delivery excellence, risk management, and SLA adherence across all active engagements and programs.
Set up engagement governance structures (Steering Committees, PMO, Risk Registers) with internal and client stakeholders.
Drive structured program reviews, milestone tracking, and proactive risk management.
Enable operational efficiency through delivery KPIs – on-time delivery, defect leakage,
Ensure all contractual obligations (SLAs, SOWs, timelines) are met or exceeded.
Intervene in escalations and provide hands-on leadership in issue resolution or customer
Promote Agile/DevOps adoption where applicable for faster time-to-market.
Cross-functional Leadership & Collaboration Align and lead internal teams across business development, delivery, marketing, and domain functions to deliver value to the client.
Build and lead a cross-functional “virtual account team” spanning geographies and functions.
Collaborate with delivery leaders to plan and manage resource allocation, talent needs, and utilization.
Work closely with solution architects, SMEs, and marketing to shape innovative and tailored proposals.
Coordinate RFP/RFI responses and oral presentations to CXOs.
Foster collaboration across sales, delivery, finance, HR, and compliance teams to ensure holistic account health.
Strategic Planning and Client Account Strategy Define and execute a long-term strategic growth plan for the account, aligning with client vision and industry shifts.
Lead annual account planning exercises to chart multi-year growth goals and investment areas.
Map client org structure, budget cycles, pain points, and decision-making ecosystems.
Develop SWOT analysis of the account and competitors to identify white spaces.
Influence client IT roadmaps by leveraging market trends and benchmarks.
Track emerging opportunities in Transformations, cybersecurity, digital wallets, AI risk
Minimum requirements for this position Domain and Industry Knowledge
Deep experience in Banking and Financial Services – ideally across Retail Banking, Payments, Commercial Lending, and/or Capital Markets.
Understanding of BFSI regulatory environments (e.g., Basel III, PCI DSS, ISO 20022, AML/KYC).
Knowledge of industry-standard platforms: Temenos, Finastra, Oracle FLEXCUBE, FIS, Fiserv, or TCS BaNCS is a plus. Exposure to Payments solutions, products and understanding concepts of Payment Rails and models
Technical and Business Acumen
Familiarity with enterprise IT services: digital transformation, core modernization, data engineering, AI/ML, cybersecurity, and cloud services.
Strong appreciation for platform-driven business models and evolving FinTech landscapes.
Financial and commercial management skills – including pricing models, cost control, and margin improvement strategies.
Leadership and Communication
Proven leadership capabilities managing multi-disciplinary, multi-cultural teams.
Exceptional executive presence with the ability to engage senior stakeholders (CIO, CTO, CDO, COO, etc.).
Strong negotiation, influencing, and conflict resolution skills.
Should be flexible travelling as per business needs.
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